Hi all
We've recently started to make better use of the relationship assistant in Dynamics and is proving to be quite popular with our sales team, which is always good. However our managers see all action cards, such as Opportunity closing soon, for all of their sales team. We make use of the manager hierarchy security model in Dynamics and can confirm that this causes the cards for managers seeing their team's cards. I've tried making Action Card an excluded entity in the hierarchy settings but this had no effect on whether or not cards are displayed. Before I raise a ticket with Microsoft about this, does anybody know if this is expected behaviour? Ideally we'd like managers to just see their own action cards, not their team's.
Luke
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